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Daquan Energy: Daquan Energy Third Quarter Report 2024
Daquan Energy Report for the Third Quarter of 2024
The imbalance between supply and demand of silicon materials led to a decrease in prices. Dalquan Energy incurred a net loss of 1.099 billion yuan in the first three quarters.
1. The company plans to provide for inventory impairment losses totaling approximately 0.582 billion yuan in the third quarter of 2024; 2. It is expected that polysilicon production in the fourth quarter will be between 0.031 million tons and 0.034 million tons, with an annual expected production of 0.2 million tons to 0.21 million tons in 2024; 3. The analyst believes that the subsequent energy consumption limit is expected to be further tightened, and the bottom position of silicon material prices may have stabilized.
Express News | Daqo New Energy Says Q3 Net Loss at 429.0 Mln Yuan
Minsheng Securities' photovoltaic industry review: component prices rise, improvements in silicon material supply side, turning point in photovoltaics approaching.
The era of low stock price products disrupting the market order of the solar industry may come to an end, the industry chain pattern is expected to be reshaped, and component prices are expected to enter an upward trend, bullish for top component companies.
Market rotation between high and low speeds up! The new energy fund track collectively warms up, and the direction of mergers and reorganizations favors the strong.
Track the entire lifecycle of the main sector.
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